See peer percentile detail. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
See the 10-year trajectory. $4.99 for your first month.
Solo adds 10-year history, peer benchmarks, provider and welfare analytics, saves, and exports. Then $34.99 a month.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $153,600 | $177,572-13.5% | $154,803-0.8% | $142,382+7.9% |
| Participation rate | 100.0% | 82.1%+17.9pp | 78.1%+21.9pp | 80.1%+19.9pp |
| Annual return | 17.27% | 65.07%-47.8pp | 58.88%-41.6pp | 217.08%-199.8pp |
| Employer contribution / active EE | $2,504 | $4,810-47.9% | $4,305-41.8% | $4,299-41.8% |
| Participant deferral / active EE | $6,989 | $6,272+11.4% | $5,540+26.1% | $6,507+7.4% |
| Admin fee / account holder | $23,964 | $16,786+42.8% | $14,329+67.2% | $12,624+89.8% |